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1. #HOW TO CHANGE ACCOUNT NAME IN QUICKBOOKS DESKTOP PRO 2017 HOW TO#
2. #HOW TO CHANGE ACCOUNT NAME IN QUICKBOOKS DESKTOP PRO 2017 FULL#

The customer’s Accounts Receivable should now be zeroed. Finally click the ‘Save & Close’ button in the bottom right corner of the window to finish creating the adjustment invoice. If you need to change the date the adjustment will take effect, change the ‘Date’ field to the required date.Ĩ. Under the ‘Amount’ field enter the adjustment amount you wrote down earlier.ħ. It is recommended that you leave a detailed description of the adjustment in the ‘Description’ or ‘Memo’ fields to avoid confusion in the future.Ħ. Next under the ‘Item’ field in the invoice select the invoice item you created to make accounts receivable adjustments.ĥ. Select the customer’s account that you will be adjusting in the top left corner of the window with the ‘Customer Job’ drop down.Ĥ. On the top menu bar click ‘Customers’ and select ‘Create Invoices’ from the drop down.ģ. Begin by opening the ‘Create Invoices’ window. Before you begin write down the information for the customer account you will be adjusting and the amount you will need to debit from their receivable account.Ģ. Now you are ready to zero out customer over payments:ġ. Finally click ‘OK’ in the top right corner of the window to finish creating the invoice item. Select the account created in the previous step or the account that you would like to use.Ħ. Next choose the account this item will go against in the ‘Account’ drop down. Something like ‘Overpayment Adjustment’ is recommended.ĥ. Select ‘Other Charge’ as the item type in the ‘Type’ drop down menu.Ĥ. Right click in the window and select on ‘New’ to create a new invoice item.ģ. On the top menu bar click on ‘Customers’ and select ‘Item List’ from the drop down.Ģ. This is the item that we will use to adjust customer accounts:ġ. With your expense account created, make a new invoice item. Finally click ‘Save & Close’ at the bottom of the window to finish creating the new account. It is recommended to use a specific name like ‘A/R Adjustments.’Ħ. You will use to write off the overpayments. Click ‘Continue’ in the bottom right corner of the window.ĥ. In the drop down next to this option select ‘Other Expense.’Ĥ. Select ‘Other Account Types’ at the bottom of the window. Right click in the window and select ‘New’ to create a new account.ģ. On the top menu bar click on ‘Accountant’ and select ‘Chart of Accounts’ from the drop down.Ģ. Begin by opening the ‘Chart of Accounts’ window. If you haven’t done so already create a new ‘Other Expense’ account:ġ. This way if an adjustment needs to be changed or deleted it can found easily. It is recommended that you create an ‘Other Expense’ account specifically for this. The over payment will be written off into an expense account. We will be using an invoice to zero out over an payment in a customer’s receivable account.

#HOW TO CHANGE ACCOUNT NAME IN QUICKBOOKS DESKTOP PRO 2017 HOW TO#

Here is how to use Quickbooks in Adjusting Accounts Receivable. In either case these receivables will stay on the books unless they are cleared out.

If your business uses receivable accounts to track customer payments chances are you have a few customers that have over payed or refuse to pay for products or services. Please let me know by clicking the Reply button and leaving a comment below.Quickbooks in Adjusting Accounts Receivable It'll be always my pleasure to help if you have any other concerns besides generating your report. I'm also adding this reference for the steps in saving your preference to access reports easily in the future: Memorizing a Report to Save it with its Current Customization Settings. But if you get the same behavior, use a different browser application instead. You can follow the shortcut keys suggestion below for easy access:įrom here, open your report accordingly and if this works, clear your regular browser's cache to improve your browsing experience. Let's consider logging into your QBO account using a private browser to isolate this issue. This can be the reason why it takes time to display the name changes you've made to an account in a report.

#HOW TO CHANGE ACCOUNT NAME IN QUICKBOOKS DESKTOP PRO 2017 FULL#

Generating your report accurately is my priority, are times that your browser is full of resources that can cause weird browsing activity while working with QuickBooks Online (QBO).